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ABOUT RG LESLIE INSURANCE AGENCIES LTD.
Welcome to RG Leslie Insurance Agencies Ltd., dedicated to educating our clientele. We will create strategies that best help you achieve your specific goals along life’s pathway according to your current and future needs, age and objectives.
Whether you are buying a home, saving for your children's education, starting your own business or planning for retirement. We will create a financial plan that can meet those goals. Working closely with actuaries, accountants and lawyers (Canada & USA). We offer quality professional and personalized financial advice to meet both our individual and business client needs to ensure financial independence and retirement security.
Financial Planning in Person. We will actually meet with you in person in our local office, or in your home /office face-to-face.
Meeting Your Changing Needs. You financial needs evolve and change as you reach certain landmarks in your lifetime such as getting married, or the children going to college or university. That is why it is important to build a strong relationship with a firm that takes the time to know you and comprehend your needs today and tomorrow.
AT RG LESLIE INSURANCE WE PROVIDE THE FOLLOWING SERVICES
- Wealth Planning
- Education Planning
- Investment Planning
- Retirement Planning
- Estate Planning / Tax Planning
- Life Insurance Protection
- Disability and Income Replacement Protection
- Critical Illness Protection
- Long Term Care Pre-funding
- Group Pensions & RRSP’s
We use a unique planning approach called Life-Path Financial Planning.
We create strategies that best help you achieve your specific goals along life’s pathway according to contingent changes, current and future needs, age, and objectives.
It is all about beginning with your personal goals in mind, which may include buying a home, saving for your children’s education and planning for retirement. We will create a financial plan that can meet those goals,
At RG Leslie Insurance Agencies Ltd you can choose the level of comprehensive financial planning advice, and tailor it to suitable to your life-path.
When developing a plan for you, we use a process to ascertain where you are now, what you need in the future, and what you must do to achieve your goals. The process involves:
Gathering the data;
Identifying your long term goals and your investor risk tolerance;
Identifying financial issues such as debt resolution, and short term tactical plans;
- Preparing your financial plan;
- Implementing your financial plan;
- Reviewing your plan